Accounts by Agent Name Report

Redtail CRM offers you a large number of Standard Reports to assist you with quickly accessing information that is relevant to your day-to-day operations.  One such report is the Accounts by Agent Name Report.  

To access the Accounts by Agent Name Report, click the Reports option from your Left Menu Bar to see all of the available Standard Reports within your database: 

On the resulting page, your Accounts by Agent Name Report is accessible in the Account Reports section: 

After clicking Accounts By Agent Name, you'll be taken to your report. (Note: the Agent Name field for your accounts can be populated when editing an Account's Details.)  Here's a look at a sample portion of an Accounts by Agent Name Report: 

Note that many of the columns will allow you to sort the report data based upon that column's data by clicking the column name.

Above your report, you'll see several Options: 

 

 

The "filter" button presents you with a modal that will allow you to filter by any combination of the items displayed below:

 

 

Note as well the "Saved Filters" tab here. If you find that you consistently apply the same filters to one of Redtail’s Standard Reports to meet the unique needs of your office, you now have the ability to save those filter options for quicker access to the report data you’re looking for! Learn more here.

 

Clicking export will download the data and allow you to open it up in Microsoft Excel. 

 

The pdf button downloads a report, suitable for printing.   

 

Search sends the currently displayed contact names in your report to your Advanced Search page, where you can take further actions with those contacts.